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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,669 | $78,423-54.5% | $95,964-62.8% | $79,856-55.3% |
| Participation rate | 17.1% | 73.5%-56.3pp | 77.1%-59.9pp | 69.6%-52.5pp |
| Annual return | 9.68% | 19.37%-9.7pp | 91.64%-82.0pp | 31.71%-22.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,177 | $3,440-36.7% | $4,167-47.8% | $3,741-41.8% |
| Admin fee / account holder | $2,482 | $5,622-55.9% | $6,797-63.5% | $5,306-53.2% |